Search term management in an electronic discovery system

An apparatus for managing search term creation and application in an electronic discovery system, the apparatus comprising:

• a computing platform including at least one processor and a memory;
• a search term management application stored in the memory, executable by the processor and configured to:
• (1) receive, via search term user interface, a plurality of first inputs that define search terms associated with an electronic discovery case,
• (2) store the search terms as a search term set in a case profile associated with the electronic discovery case,
• (3) receive, via the search term user interface, one or more second inputs that modify the search term set based at least on a predicted volume of a corpus of electronic data associated with the electronic discovery case,
• (4) store, in the case profile, modifications to the search term set including modification tracking data wherein the modification tracking data includes type of search term modification, details of the search term modification, originator of the search term modification and date of search term modification and wherein type of modification includes one of adding a search term to the search term set, deleting a search term from the search term set or altering a search term in the search term set, and
• (5) receive, via the search term user interface, a third input, wherein the third input finalizes the search term set;
• and
• a search term administrator application stored in the memory, executable by the processor and configured to:
• (1) apply the search term set to a portion of the corpus electronic data to determine, in the portion of the corpus of electronic data (1) an overall quantity of search term hits, (2) a quantity of search term hits for each search term in the search term set, (3) an overall quantity of search term hit counts per data type and (4) a quantity of search term hits for each search term in the search term set per data type, wherein the data types include electronic mail data and electronic file data;
• (2) predict, for an entirety of the corpus of electronic data based on results of applying the search term set to the portion of electronic data, the volume of the corpus of electronic data required to be reviewed;
• and
• (3) store, in the case profile, application tracking data associated with applying the search term set to the portion of the electronic data, wherein the application tracking data includes an electronic data identifier, the overall quantity of search term hits within the portion of the corpus of electronic data, the quantity of search term hits per each search term in the search term set within the portion of the corpus of electronic data, and a date for applying the search term set to portion of the corpus of electronic data.

A computer program product comprising:

• a non-transitory computer-readable medium comprising:
• a first set of codes for causing a computer to receive a plurality of first inputs, wherein each of the first inputs define a search term associated with a case in the electronic discovery system;
• a second set of codes for causing the computer to store, in a case profile, the search terms as a search term set;
• a third set of codes for causing a computer to apply the search term set to a portion of a corpus of electronic data associated with the case to determine, in the portion of the corpus of electronic data, (1) an overall quantity of search term hits, (2) a quantity of search term hits for each search term in the search term set, (3) an overall quantity of search term hit counts per data type and (4) a quantity of search term hits for each search term in the search term set per data type, wherein the data types include electronic mail data and electronic file data;
• a fourth set of codes for causing a computer to predict, for an entirety of the corpus of electronic data based on results of applying the search term set to the portion of electronic data, a volume of the corpus of electronic required to be reviewed;
• a fifth set of codes for causing a computer to receive one or more second inputs, wherein each of the second inputs modify the search term set based at least on the predicted volume of the corpus of electronic data required to be reviewed;
• a sixth set of codes for causing a computer to store, in the case profile, the modifications to the search term set including modification tracking data, wherein the modification tracking data includes type of modification, details of the modification, creator of the modification and date of modification type of search term modification, details of the search term modification, originator of the search term modification and date of the search term modification and wherein type of search term modification includes one of adding a search term to the search term set, deleting a search term from the search term set or altering a search term in the search term set;
• a seventh set of codes for causing a computer to receive a third input, wherein the third input finalizes the search term set;
• and
• an eighth set of codes for causing a computer to store, in the case profile, application tracking data associated with applying the search term set to the portion of the electronic data, wherein the application tracking data includes an electronic data identifier, the overall quantity of search term hits within the portion of the corpus of electronic data, the quantity of search term hits per each search term in the search term set within the portion of the corpus of electronic data, and a date for applying the search term set to the portion of the corpus of electronic data.